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By: Ivy-sw Ng, Tommy Law
ASEAN Developing Countries: Resilient Growth thus far
New Year’s resolutions vs. classic fundamentals: Momentum vs. Valuations
Altitude Sickness: Breathe, go slowly, stick to the big markers
Tariff Disturbances: More uncertainty on trade and to what end?
New world order for trade: What Next?
Foreign investors rethink US assets, but the S&P 500 is global and digital
Revisiting R^: How does the fiscal deficit affect the neutral Fed Funds rate?
Not your father’s stagflation: It’s a virtual reality
A.I. is growing quickly and is very hungry: S&P firms provide the essentials
We believe that artificial intelligence will continue to drive the markets in 2026 – both positively and negatively. Its possibilities remain exciting. But investors will become more selective.
Despite recognizable parallels with developments under the 1985 Plaza Accord, concerns about a very rapid and excessive decline in the U.S. dollar seem exaggerated.
The latest sell off was a dramatic reminder that precious metals can move in bursts. Inflation adjusted prices are still at levels rarely seen in modern history.
By: Hansjoerg Pack
Which investment themes could be relevant for 2026? An overview of all 10 themes.
